Position in URI
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$438,426
+$150,647 QoQ
Shares Held
387
-2.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,059
of 1,581 holders
Holding Since
Dec 2021
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Ascent Group, LLC holds $7,609,994 across 3 Rental & Leasing Services names. URI ranks #2 (5.8% of the industry book) .
All Filings in URI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $438,426 | 387 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $287,779 | 395 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $330,201 | 408 | Shares | Other | 2026-01-20 | |
| 2025-09-30 | $339,855 | 356 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $221,499 | 294 | Shares | Other | 2025-07-21 | |
| 2022-03-31 | $1,174,679 | 3,307 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,507,267 | 4,536 | Shares | Sole | 2022-03-01 | |
| No filing history on record for this holder in this stock. | ||||||